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Trailhead

Manage Identity and Access

Salesforce via Trailhead

Overview

Learn how Salesforce Identity lets you give the right people the right access to the right resources at the right time
  • Secure your org so users can log in once to access a variety of apps, orgs, and services.
  • Secure your org with multi-factor authentication, My Domain, and single sign-on.
  • Use Salesforce Identity to engage your customers and attract new ones.
  • Create a login experience designed for mobile interaction.
  • Leverage Microsoft Active Directory to manage your Salesforce users.

Syllabus

  • Identity Basics
    • Get to Know Salesforce Identity
    • Get To Know Your Salesforce Identity Users
    • Learn the Language of Identity
  • User Authentication
    • Secure Your Users' Identity
    • Customize Your Login Process with My Domain
    • Set Up Single Sign-On for Your Internal Users
  • Identity for Customers
    • Use Salesforce Identity Beyond Your Internal Org
    • Prepare Your Org for Salesforce Customer Identity
    • Set Up an Experience Cloud Site for Salesforce Customer Identity
    • Create a Self-Registration Page
    • Set Up Social Sign-On
    • Connect to Individual Customers
  • Identity for Mobile-Centric Customers
    • Explore Mobile-First Identity
    • Set Up Mobile-First Login and Sign-Up
    • Customize Mobile-First Login with Code
    • Track Progress with Reports and Dashboards
  • Identity Connect Basics
    • Get to Know Identity Connect
    • Map Your Data
    • Learn About Deployment Considerations
    • Consider Other Features

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